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Job Category: Administrative Support

Legal Secretary

Our law firm client is seeking a full-time LEGAL ASSISTANT to assist attorney & paralegal by preparing immigration applications and supporting documents, as well as performing other clerical support tasks, such as answering phones, filing, scheduling client appointments, drafting letters, and maintaining client records on case management system. Office is small and is looking for a multi-tasking and energetic long-term employee with a "can do" personality.

Position is Monday-Friday 9am-6pm. Business dress code.

Requirements:
– MUST speak English and Spanish fluently. 
– Must have great phone and in-person presence.
– Experience dealing in a "customer service" type office that values client relationships.
– Must have attention to detail, be a quick learner, and be dependable (and on time).
– Enthusiasm, energy, and ability to learn in a very fast paced environment. 
– Must have strong organizational skills and be willing to perform secretarial tasks.

Preferred (but not required):
– Bachelor, Associate degree or a Paralegal Certification. 
– Experience in the field of immigration law including, but not limited to, removal proceedings, family-based residency, and naturalization. 
– Portuguese is a plus. 

 

Legal Secretary

Our law firm client is seeking a full-time LEGAL ASSISTANT to assist attorney & paralegal by preparing immigration applications and supporting documents, as well as performing other clerical support tasks, such as answering phones, filing, scheduling client appointments, drafting letters, and maintaining client records on case management system. Office is small and is looking for a multi-tasking and energetic long-term employee with a "can do" personality.

Position is Monday-Friday 9am-6pm. Business dress code.

Requirements:
– MUST speak English and Spanish fluently. 
– Must have great phone and in-person presence.
– Experience dealing in a "customer service" type office that values client relationships.
– Must have attention to detail, be a quick learner, and be dependable (and on time).
– Enthusiasm, energy, and ability to learn in a very fast paced environment. 
– Must have strong organizational skills and be willing to perform secretarial tasks.

Preferred (but not required):
– Bachelor, Associate degree or a Paralegal Certification. 
– Experience in the field of immigration law including, but not limited to, removal proceedings, family-based residency, and naturalization. 
– Portuguese is a plus. 

 

Legal Secretary

Our law firm client is seeking a full-time LEGAL ASSISTANT to assist attorney & paralegal by preparing immigration applications and supporting documents, as well as performing other clerical support tasks, such as answering phones, filing, scheduling client appointments, drafting letters, and maintaining client records on case management system. Office is small and is looking for a multi-tasking and energetic long-term employee with a "can do" personality.

Position is Monday-Friday 9am-6pm. Business dress code.

Requirements:
– MUST speak English and Spanish fluently. 
– Must have great phone and in-person presence.
– Experience dealing in a "customer service" type office that values client relationships.
– Must have attention to detail, be a quick learner, and be dependable (and on time).
– Enthusiasm, energy, and ability to learn in a very fast paced environment. 
– Must have strong organizational skills and be willing to perform secretarial tasks.

Preferred (but not required):
– Bachelor, Associate degree or a Paralegal Certification. 
– Experience in the field of immigration law including, but not limited to, removal proceedings, family-based residency, and naturalization. 
– Portuguese is a plus. 

 

Legal Secretary

Our law firm client is seeking a full-time LEGAL ASSISTANT to assist attorney & paralegal by preparing immigration applications and supporting documents, as well as performing other clerical support tasks, such as answering phones, filing, scheduling client appointments, drafting letters, and maintaining client records on case management system. Office is small and is looking for a multi-tasking and energetic long-term employee with a "can do" personality.

Position is Monday-Friday 9am-6pm. Business dress code.

Requirements:
– MUST speak English and Spanish fluently. 
– Must have great phone and in-person presence.
– Experience dealing in a "customer service" type office that values client relationships.
– Must have attention to detail, be a quick learner, and be dependable (and on time).
– Enthusiasm, energy, and ability to learn in a very fast paced environment. 
– Must have strong organizational skills and be willing to perform secretarial tasks.

Preferred (but not required):
– Bachelor, Associate degree or a Paralegal Certification. 
– Experience in the field of immigration law including, but not limited to, removal proceedings, family-based residency, and naturalization. 
– Portuguese is a plus. 

 

Legal Secretary

Our law firm client is seeking a full-time LEGAL ASSISTANT to assist attorney & paralegal by preparing immigration applications and supporting documents, as well as performing other clerical support tasks, such as answering phones, filing, scheduling client appointments, drafting letters, and maintaining client records on case management system. Office is small and is looking for a multi-tasking and energetic long-term employee with a "can do" personality.

Position is Monday-Friday 9am-6pm. Business dress code.

Requirements:
– MUST speak English and Spanish fluently. 
– Must have great phone and in-person presence.
– Experience dealing in a "customer service" type office that values client relationships.
– Must have attention to detail, be a quick learner, and be dependable (and on time).
– Enthusiasm, energy, and ability to learn in a very fast paced environment. 
– Must have strong organizational skills and be willing to perform secretarial tasks.

Preferred (but not required):
– Bachelor, Associate degree or a Paralegal Certification. 
– Experience in the field of immigration law including, but not limited to, removal proceedings, family-based residency, and naturalization. 
– Portuguese is a plus. 

 

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Case Manager (Paraplanner)

Title:    Case Manager (Paraplanner)
Department(s):    Operations (Corporate)
Reports to:    Customer Success Manager

Job summary:
Our Case Management group is an important part of the Wealth Management new client experience, providing friendly and professional service to both our internal and external customers.  With strong attention to detail and compliance, this group ensures that the customer experience starts off on the right foot; beginning with internal departments all the way through the onboarding of a new client. A Case Paraplanner works under the direction of a Financial Advisor. The CP performs several of the necessary tasks in developing a financial plan for a customer. First, they gather financial reports and records from the client.   Next, the CP reviews and analyzes the client's financial records and starts creating the plan based on different possible financial scenarios as directed by the Financial Advisor. In the process of creating these scenarios, the CP determines how assets should be allocated and ultimately uses this information to the financial plan.

Summary of essential job functions:
•    Support financial advisors in serving clients by preparing for meetings, investment research, making preliminary financial planning reports.
•    Research financial databases and products that match clients' needs.
•    Construct Financial Advisor meeting presentations and client-facing visual aides including charts, graphs, and tables.
•    Process account opening, transfer and investment paperwork for all newly onboarded clients, producing an organized and compliant file.
•    Compose professional client correspondence
•    Management of client case files; client updates, financial advisor updates, troubleshooting and implementation of financial plan.
•    Ensure all data entry into Salesforce is up-to-date and complete on a daily basis.
•    Maintain ongoing relationships with clients, directly and/or through a Financial Advisor.
•    Act as a professional relationship manager between clients and Financial Advisors

Minimum requirements:
•    High School diploma required; Bachelor’s Degree preferred but not required.
•    Industry knowledge preferred; Annuities, Alternative Investments, Securities, Account registration, Trusts, familiarity with compliance rules, etc.
•    Must have strong verbal and written communication skills. 
•    Previous sales or customer service experience in the financial services industry is preferred
•    Accurate keyboarding skills and minimum 35 wpm typing speed.
•    Must be adaptive to changing priorities.
•    Must be self-directed, with ability to plan daily, weekly tasks with minimal supervision.
•    MS Office Products: Excel spreadsheet and MS Word skills highly preferred.
•    Prior experience with online financial platforms and CRM is preferred but not required.
 

Expectations:
•    Ability to effectively understand the customer’s need and generally explain how we can help them.
•    Enthusiasm:  optimistic attitude that believes every contact should be approached professionally and upmost respect.
•    Project management: effectively organizes, prioritizes and manages assigned case and/or tasks.
•    Communication: utilizes effective verbal and written communication.
•    Effectiveness under stress: demonstrates the ability to think and function effectively under conditions of mental pressure.
•    Judgment: draws on core values, knowledge, compliance requirement and professional experience to make wise choices.

We all must perform additional duties that may or may not be outside our specific area of expertise from time to time.  The willingness that we exhibit to work as a team and to meet our challenges will be the key to our success.

We are an Equal Opportunity Employer granting equal employment opportunity to all qualified persons, without regard to race, color, gender, age, disability, religion, sexual orientation, national origin, or veteran status.

Real Estate Paralegal

Job Description:

• Drafts transaction documents like commercial loan documents, purchase agreements and deeds

• Reviews corporate and organizational documents and solves issues in connection with the same

• Conducts due diligence in connection with closings, including permit compliance, building and zoning code due diligence

• Coordinates efforts between attorneys, clients, opposing legal counsel, any outside legal counsel, and outside vendors

• Performs tasks like compiling, analyzing and summarizing complex legal information

• Responsible for review and analysis of title insurance search reports, title commitments and policies, and property surveys under the instructions of attorneys

Real Estate Paralegal

Job Description:

• Drafts transaction documents like commercial loan documents, purchase agreements and deeds

• Reviews corporate and organizational documents and solves issues in connection with the same

• Conducts due diligence in connection with closings, including permit compliance, building and zoning code due diligence

• Coordinates efforts between attorneys, clients, opposing legal counsel, any outside legal counsel, and outside vendors

• Performs tasks like compiling, analyzing and summarizing complex legal information

• Responsible for review and analysis of title insurance search reports, title commitments and policies, and property surveys under the instructions of attorneys